Joseph Regenstein IV, CFP®

Joseph Regenstein IV, CFP®

Sr. Analyst Commissions at Verizon Wireless

Location
Winter Springs, Florida (Orlando, Florida Area)
Industry
Telecommunications

As a LinkedIn member, you'll join 300 million other professionals who are sharing connections, ideas, and opportunities.

  • See who you and Joseph Regenstein IV, CFP® know in common
  • Get introduced to Joseph Regenstein IV, CFP®
  • Contact Joseph Regenstein IV, CFP® directly

View Joseph's full profile

Joseph Regenstein IV, CFP®'s Overview

Current
  • Sr. Analyst Commissions - Reporting, Analytics and Metrics at Verizon Wireless
Past
Education
Connections

419 connections

Joseph Regenstein IV, CFP®'s Summary

With an emphasis in Finance, Joe earned his Bachelor of Science in Business Administration from the University of Central Florida. In 2004 he earned the Chartered Mutual Fund Counselor (CMFC©) designation and earned the right to use the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation in 2012.

Joseph Regenstein IV, CFP®'s Experience

Sr. Analyst Commissions - Reporting, Analytics and Metrics

Verizon Wireless

Public Company; 10,001+ employees; VZ; Telecommunications industry

May 2014Present (5 months) Lake Mary, FL

Contribute to the delivery of Commissions services on analyses, trending, reporting and testing. Create, analyze and interpret reports for managers providing recommendations to guide business decisions.

Financial Planner

Rainstone Financial

Sole Proprietorship; Myself Only; Financial Services industry

March 2008May 2014 (6 years 3 months)

I'm a personal CFO at Rainstone Financial, we are a financial services firm that focuses exclusively on giving our clients objective, unbiased advice on a variety of financial matters. Our true value to our clients comes from knowing what really matters to them and being deeply involved with them. We go beyond just the numbers and to clarify what’s important, simplify their lives and reduce any anxiety about financial success.

Financial Professional

New England Financial

Public Company; 1001-5000 employees; Financial Services industry

March 2006February 2008 (2 years)

Financial Professional

Waddell & Reed

Public Company; 1001-5000 employees; WDR; Financial Services industry

October 2003February 2006 (2 years 5 months)

Joseph Regenstein IV, CFP®'s Certifications

  • Certified Financial Planner

    • Certified Financial Planner Board of Standards
    • License 165109
    • July 2012
  • Yellow Belt of Six Sigma Methodology

    • March 2014

Joseph Regenstein IV, CFP®'s Skills & Expertise

  1. Finance
  2. Strategic Financial Planning
  3. Certified Financial Planner
  4. Corporate Finance
  5. Cognos
  6. Microsoft Excel

Joseph Regenstein IV, CFP®'s Volunteer Experience & Causes

  • Volunteer Experience

    • Board of Directors

      University of Central Florida Alumni Association
      • Education
      June 2014 present (4 months)
    • Board of Directors

      Helpful Hands Seminole
      • Children
      February 2012 present (2 years 8 months)
  • Volunteer Interests

    • Causes I care about:

      • Children
      • Economic Empowerment
    • Organizations I support:

      • Helpful Hands Seminole
      • University of Central Florida

Joseph Regenstein IV, CFP®'s Education

University of Central Florida

Bachelor of Science (BS) in Business Administration, Finance

20002003

Activities and Societies: Pi Kappa Phi, SGA

Coral Springs HS

High School

Joseph Regenstein IV, CFP®'s Additional Information

Interests:

Golf

Groups and Associations:

University of Central Florida Alumni Association

Honors and Awards:

UCF College of Business Administration Alumni Rising Star 2005

Contact Joseph for:

  • consulting offers
  • expertise requests
  • reference requests
  • getting back in touch

View Joseph Regenstein IV, CFP®’s full profile to...

  • See who you and Joseph Regenstein IV, CFP® know in common
  • Get introduced to Joseph Regenstein IV, CFP®
  • Contact Joseph Regenstein IV, CFP® directly

View Joseph's full profile

Viewers of this profile also viewed...